Steep Mountains

Services

Outcome driven consulting and research
through integrity, knowledge and discipline.

At Summit Retirement Partners, you and your plan participants come first. We tailor all our services to suit each client, because no two retirement plans are alike.  Our consultants develop ideas that address our clients’ most complex and pressing retirement plan design challenges. Below are just a few of the ways we can help you while acting as an acknowledged Co-Fiduciary to your plan.

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Image by Austin Distel
Image by Scott Graham
Making Notes

Investment Recommendations

Proprietary Research

 

Ongoing Due Diligence

  • In-Person Meetings

  • Site Visits

  • Requests for Information

 

Investment Searches
 

Investment Policy

Statement Assistance

 

Review Investment

 

Analytics/Scoring

  • Quantitative

  •  Qualitative

Investment

Platform

Fee Benchmarking

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Investment Availability

 

Asset Allocation Models 

  • Risk-Based Models

  • Target Date Models

 

Participant Experience

  • Participant Advice

  • Participant Guidance

 

Client Experience

  • Responsiveness

  • Knowledge

  • Experience

  • Resources

Participant

Outcomes

Plan Design Assistance

 

QDIA Selection Assistance

 

Investment Mapping

 

Participant Education

 

Participant Advice

  • One-on-one 

 

Risk-Based Models

 

Enrollment Meetings

 

Participant Communication

Contact

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